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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,728 | $52,380+288.9% | $98,864+106.1% | $85,851+137.3% |
| Participation rate | 67.9% | 58.0%+9.9pp | 65.7%+2.1pp | 69.3%-1.5pp |
| Annual return | 10.85% | 25.82%-15.0pp | 50.03%-39.2pp | 318.63%-307.8pp |
| Employer contribution / active EE | $7,471 | $1,337+458.6% | $2,070+261.0% | $2,565+191.2% |
| Participant deferral / active EE | $3,307 | $2,101+57.4% | $3,037+8.9% | $3,952-16.3% |
| Admin fee / account holder | $3,314 | $3,865-14.2% | $4,080-18.8% | $6,261-47.1% |